Alveare-Digital-Client-Management

DIGITAL CLIENT
MANAGEMENT

Holistic View of Clients and Process Automation

Client Engage brings consolidated information related to client management activities such as onboarding, fact finding, suitability reviews and alerting.
Process automation to orchestrate interactions and communications to maximise business efficiency and drive higher revenue

OW-Exag-Cliemt-Engage

DIGITAL CLIENT MANAGEMENT

  • CLIENT ONBOARDING & ENGAGEMENT

    End to end onboarding process: collecting client information, verifying their identity, checking financial data, obtaining consent and approval from all involved parties

  • WEALTH MANAGER CRM

    360° view of client data, investments, assets and relationship, communication store & tracking (emails, calls, meetings agenda)

  • DIGITAL CONTRACT MANAGEMENT

    Managing all stages of digital contract process in a paperless way, including electronic signature and archiving

KEY BENEFITS

  • Offer flexible and customisable engagement models
  • Let the client fulfill the information in a self and digital manner
  • Monitor and control onboarding workflow stages
  • Combine financial & personal data in one end user experience
  • Automate operational process while enhancing service offering

FEATURES

  • Seamlessly integrated digital self-directed & advisor-driven client onboarding
  • Online prospect engagement & registration process
  • End to end process: collecting client information, verifying their identity, checking financial data, obtaining consent and approval from all involved parties
  • 360° view of client data, investments, assets and relationship, communication store & tracking (emails, calls, meeting agenda)
  • Dashboard view with real-time client alerts and control of customer preferences
  • Central communication center for all in and outbound communications
  • Managing all stages of digital contract process in a paperless way, including electronic signature and archiving
  • MiFID II compliant digital communications center integrated with Outlook/Dynamics 365